Cynthia Williamson, Cpa Email & Phone Number

Overland Park, Ks, Us

Lee'S Summit, Mo, Us

Prepare individual and business tax returns, helping clients to maximize allowable deductions with accuracy and precision. Compile monthly financial statements for clients primarily in food service, agriculture, and insurance industries. Utilize Quickbooks Desktop, Quickbooks Online and CCH ACS.

Mountain View, California, Us

Leawood, Us

Federal and State Income Tax Preparation for individuals and small businesses. Identify relevant tax laws and applicable deductions & credits to legitimately minimize taxation. Recommend tax planning strategies to shelter future cash flows. Computerize payroll records for small business clients, validating accuracy of payroll tax reports.

London, Gb

Balance several large dollar cash accounts for Kansas HMO/PPO Claims Payments, Premiums & Recoveries. Responsible for ensuring data completeness at month end. Implement system controls to ensure data integrity over cash accounts. Identify processing errors and develop consensus for implementing processes to journalize corrections. Utilize financial models to consolidate data files, validating for accuracy using advanced spreadsheet skills. Provide oversight of premium refund activity. Provide external / internal audit support, preparing schedules, data files.

Mountain View, California, Us

Tax Advisor, 2012 Tax Season. Assist clients with tax preparation and calculation by providing clarity, researching tax scenarios and communicating findings verbally and in writing. Identify & explain critical tax regulations, acceptable courses of action and likely outcomes. Educate clients about the viability of certain tax positions. Simplify tax return preparation through the use of tax software, demonstrating available tools and resources.

Cynthia Williamson is a licensed CPA in Kansas and formerly licensed in Life/Health in KS/MO. I worked with individuals, families and businesses to save client's money. With taxes taking such a large chunk of income, financial planning is a vital necessity.Small business owners in particular need to align their business organization to take advantage of tax savings opportunities. For example, after business expenses are paid, federal, state & payroll taxes take 38% - 45% of every remaining dollar. On the other hand, proper tax planning can yield a 38% - 45% return - a return that can't be obtained in the market without signficant risk. My approach to tax & financial planning involves meeting with the client to understand and assess their present financial situation. I analyze how the business is structured and review funding of healthcare, employee benefit options & retirement plans in relation to tax incentives, deductions & available credits. Recommendations are developed to mitigate risk of loss, reduce taxes, and position clients for tax planning opportunities. Individual & family clients receive assistance in understanding & evaluating financial products; annuities, life insurance, long-term care insurance, hybrid prdocuts, their fee structure, tax treatment, and how they compare in terms of options. It is more important than ever for clients to understand their challenges and to take advantage of the array of financial & tax strategies to save on taxes whether that's through credits, deductions or with tax-advantaged financial products. Cynthia's in-depth product knowledge ensures that clients understand the available selection of financial products and how they can be structured to obtain specific tax advantages. Every financial decision has a tax impact. The objective is to benefit clients directly with streamlined financial advice, saving them time and money.